Investment Q&A

Q: In our unregistered, income account I recently sold LIF and have decided not to return to that stock after 30 days. Instead, planning to buy more of one or two of the existing stocks.

Since this is an income account, yield is important and also quite happy to see total account balance steadily increasing whilst tapping off the cash.


I need some help deciding which ones to add to, and have 3 criteria:
1. Best yield
2. Current portfolio weighting
3. Best value over next 5 to 10 years

1. From highest to lowest yield:
TCL.A, BCE, AQN, EIF, BNS, CPD, T, SLF, QSR, ZRE, RY, LNF, FTS, BEPC, NTR

2. From lowest to highest weighting:
ZRE, LNF, TCL.A, QSR, AQN, NTR, BEPC, SLF, CPD, T, BNS, EIF, BCE, RY, FTS

3. Can you please help me to rank these stocks from highest to lowest value / growth prospects, or if that is to big a task. Please recommend overall best 3 selections given my criteria.


Thanks,


Jim

Q: Hi,

Although these stocks are not alike, which two would be your top choices for the next few years based on growth, dividend, possible recession, manageable volatility, and momentum? Please explain why as well.

Q: I hold the above utilities and have seen many recent questions on these. I believe our electrification demands will continue to rise very significantly over the next few decades.
I am retired and mainly looking for dividend growth and some, or good overall growth. Please rank as to which you think has the best outlook over next 5 years or more. I hold similar amounts of each? Would you add to one or two mainly or equally to all?
Thank you for great service.
Tulio

Q: hello
If you were to build a mini pension with 5 or 6 uncorrelated Canadian stocks/REITS, what would they be? Are they all "buys" today or would you put some (which ones) on your "watch list"?
Thank you.

Q: Would now be a favourable time to invest in Canadian utilities. Could you offer 2 or 3 dividend paying utilities ( over 5%) .

Would covered call ZWU be a good choice ?

Q: I know you rate this stock as an A and according to your report, think quite highly of it.

Well I've held this stock for 4 years and it is at the same level today as it was Jan 2019. It's down approx 40% since Jan 22.

Basically dead money. Other than the 2% dividend, I could have done as well in a 5 year GIC.

Is it time to throw in the towel. I believe I am a patient investor, but like you patience does run out.

If your answer is yes what is your top TSX listed NON TECH suggestion to replace it.

If your answer is no, why?


Thanks


Sheldon

Q: I have an unregistered account which we use to generate long term dividend income. There are currently 9 holdings in the red, and 9 still in the black.
I am debating whether or not to sell some of the losers to capture capital losses. Then, in 30 days reasses - either repurchase same or redirect cash elsewhere.
In order of biggest to smallest loser, based on $:
LIF, SYZ, LNF, QSR, TCL.A, ZRE, AQN, BEPC, EIF

In general, I'm quite happy with the performance of this account in this declining market environment. Although the capital has declined a bit, the income stream has been quite stable.

Question 1: Please comment on the merit of this idea. Lose one or two dividend payments now for sure versus banking a loss for future tax benefit sometime. (retired, no earned income)

Question 2: Would you consider any of the 9 names above unsuitable for this account?

Question 3: Which of these 9 names are most likely to have further to fall?

Q: BEPC/BEP.UN seems to be one of your darlings in utility/renewables sector and you have been highly recommending it for a combination of growth and income. However, it's one of the worst performing stocks in my portfolio in the past two months and I'm wondering what's wrong with it (or what's changed)? The stock is down 20% while others either just declined slightly (e.g. EQN) or even had gains (e.g. FTS). It looks like, during recent selloff, the BEPC stock is behaving more like a technology stock rather than a utility. Do you have any explanation for such a big drop? Are you still considering this company one of the best utility/renewables investments? Thanks.

Q: 5I
Of all Brookfield stocks which ones need to be
reported in 1135?

Bam.a Bamr Bip.un Bipc Bep.un Bepc Bbu.un Bbuc Bpy.pra

thanks ralph

Q: What is the best way to play energy decarbonization over the next decade? Hydrostor looks very interesting to me but is not public. Is there perhaps an indirect way to get involved?

Q: In your answer to Denis on April 26 you mentioned some "safe holdings" when a recession threatens. What areas would you suggest and some good stocks to hold? Many thanks.

Q: I have no experience in purchasing stocks during a war & high inflation.

Could you suggest 5 Canadian company's you would buy in todays world situations?

Or would you recommend doing nothing right now?

Thank you.

Q: Given the recent decline in these stocks, would you add more money into them? Could you rate them in terms of which ones you would add to (first to last) and their valuations (best valuation to worst valuation)?
thanks

Q: Hi, I presently hold the above funds in a corporate account.
Is the tax treatment of these funds in a corporate account the same as a non registered acct?
In what type of acct is it best to hold them?

Q: Hi team,

Grateful if you could develop your answer to Chris April 19 and provide your full list of buy-and-forget stocks both in Canada and USA in order of preference and with suggested entry price.

With appreciation,

Jacques ISD

Q: hey guys hope all is well
just wondering what is the difference between BEPC and BEP.UN and which would you prefer
thanks as always for your advice

Q: You mentioned in a response that generally people are shifting out of banks to move into energy and materials. Is it wrong to chase these areas which have already run so far? About a year and a half ago you had recommended BEP and I know you still like it. For a long term investor if you had to choose between BEP and CNQ which would you choose? To me BEP seems to represent more value as renewables have suffered but CNQ clearly has really good momentum. I have bought oil stocks before at all time highs and it never worked out too well. My issue is never knowing when to sell. Looking forward to your thoughts!

Q: Hello, which 3 stocks do you like in the utilities sector that offer international exposure; I have a 10-15 year timeline. My reason for asking is to rebalance my portfolio. Thanks for your guidance.

Q: What sectors and top stock picks for each sector would you advise to address inflation and a recession. If possible, could you provide entry points.
thanks

Q: Hello,

Can you please provide your highest conviction names in the US and Canada?

Thanks!